No matter where you are in your career, the financial advisors at MACRO Consulting Group can help you make smart financial decisions based upon your particular situation and the options available to you through your employer. We can help you prepare for job transitions, advise on how best to incorporate compensation packages into your overall financial strategy, and provide guidance for how to utilize employee benefits in a way that helps you meet your goals.

Job Transitions

Job transitions are inevitable for many. Whether you are transitioning voluntarily or involuntarily, working with an advisor ahead of time to determine the most appropriate plan will significantly cut down on the amount of stress you’ll face as you navigate the period between jobs.

At MACRO Consulting Group, we’ll help you develop a plan, or adjust your existing plan, while taking into account:

  • Retirement
  • Taxes
  • Salary changes
  • Severance
  • Your overall goals

The financial advisors at MACRO are experts in helping you navigate the financial impacts of the job transition process, as well as helping you make the right decisions in preventing irreparable financial harm.

Compensation Programs

In addition to a base salary, there are a number of ways in which publicly traded companies may offer financial compensation to their employees. The most common types include:

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  • Company stock
  • Performance bonuses
  • Profit sharing
  • Restricted or unrestricted stock grants

Although these offers are unquestionably generous, it is important to think strategically about how best to incorporate them into your overall financial plan – and diversification is key. At MACRO, we recommend expanding your portfolio to include more than just your employer’s stock. Doing so will ensure that you have accounted for potential shifts in your investment portfolio.

Employee Benefits

As a new or existing employee, it can be intimidating to be handed an enrollment package and then be left to your own devices. That’s where MACRO comes in. We will review all of the options available to you and determine how you can best use those benefits to help plan for major milestones, including both expected and unexpected life changes. Together, we will work with you to identify and determine opportunities for maximizing your benefits so that you can meet your needs both today and into the future.

When reviewing these benefits, many individuals are already thinking about major life events such as retirement and college tuition for their children. At MACRO, we encourage our clients to also consider some of the other situations that could arise, like caring for an elderly parent or ailing family member, or even the loss of a job.

Contact us today to learn more about how we can help you prepare for the future by planning for job transitions and getting the most out of your compensation program and benefits package.